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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Silvercrest Asset Management
New York
$5.86M +$5.6M +37,950 +1,666%
FPFS
152
First Personal Financial Services
North Carolina
$5.84M -$704K -4,766 -11%
SHA
153
Seneca House Advisors
Virginia
$5.84M -$90.5K -613 -2%
KAS
154
Kestra Advisory Services
Texas
$5.79M +$4.87K +33 +0.1%
GT
155
Glenmede Trust
Pennsylvania
$5.68M -$624K -4,228 -10%
TTWM
156
TCV Trust & Wealth Management
Virginia
$5.67M -$53.6K -363 -0.9%
AC
157
Addenda Capital
Quebec, Canada
$5.63M -$6.79K -46 -0.1%
TC
158
TownSquare Capital
Utah
$5.62M +$1.33M +8,982 +30%
RWA
159
Roberts Wealth Advisors
California
$5.62M -$16.1K -109 -0.8%
TWM
160
Tanager Wealth Management
United Kingdom
$5.56M – – –
BWM
161
Bulltick Wealth Management
Florida
$5.51M +$480K +3,248 +9%
LSWM
162
Lorne Steinberg Wealth Management
Canada
$5.39M -$19.2K -130 -0.4%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$5.37M -$135K -916 -2%
CTA
164
Colonial Trust Advisors
South Carolina
$5.36M -$218K -1,474 -4%
SAM
165
Strategy Asset Managers
California
$5.32M +$54.6K +370 +1%
SBWIC
166
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.29M +$306K +2,075 +6%
MWM
167
Moran Wealth Management
Florida
$5.17M +$5.24M +35,465 New
PGA
168
Portland Global Advisors
Maine
$5.14M +$80.5K +545 +2%
CCM
169
Campbell Capital Management
Florida
$5.1M +$5.17M +35,005 New
TH
170
TCTC Holdings
Texas
$4.97M -$105K -712 -2%
AI
171
Atria Investments
North Carolina
$4.93M -$503K -3,404 -9%
DWM
172
Dakota Wealth Management
Florida
$4.85M -$9.45K -64 -0.2%
Millennium Management
173
Millennium Management
New York
$4.8M -$297K -2,014 -6%
MPIM
174
McGinn Penninger Investment Management
Virginia
$4.61M +$1.78M +12,080 +62%
PA
175
Pinnacle Associates
New York
$4.59M -$60.2K -408 -1%